Revocable Living Trust vs Will - Why We Chose the Trust Hands Down
After comparing a revocable living trust vs will, here's why we decided the trust was a superior option for passing on our assets.
What Is a Trust Fund - How It Works, Types & How to Set One Up
Inheritance planning is probably the main reason people create trusts, but that doesn’t mean that only the rich should consider them. In fact, trusts are not just for the wealthy, nor do they only exist to provide an income. Trusts are powerful tools that serve multiple purposes and can benefit anyone interested in protecting their finances or their future.
The IRS is warning retirees of this impending surprise tax
Uncle Sam recently announced that retirees should pay close attention to their pension checks and ensure that they're withholding sufficient taxes. Here's how to simplify these payments.
MAP: The most and least tax-friendly states — Yahoo Finance
If you want to avoid paying lots of taxes, you might want to steer clear of the Northeast and venture towards the South instead.
The Most Important Social Security Chart You'll Ever See | The Motley Fool
More than 40% of pre-retirees have a big misunderstanding about Social Security.
How to Keep Your Taxes Down in Retirement | Kiplinger
Unlike working people, retirees have a lot of options to determine how much they'll pay in taxes. Knowing which income "buckets" to pull from can mean a difference of thousands on your tax bill.
How To Fail At Retirement: What Almost Everyone Does Wrong That's Costing Them Money — Forbes
You may have saved plenty for retirement but failing to change your investments as you age means you may be damaging your financial future. Here’s how to make sure that doesn't happen.
Retirement Withdrawal Strategies: Which Should You Use? - NerdWallet
It’d be nice if saving for retirement was all we had to do. Turns out, we also need to decide on the best way to pull out our savings once…
How to Make Your Retirement Savings Last Forever
Controlling expenditures and a few other cautious moves can prevent early depletion of your nest egg.
27 Retirement Savings Catch-Up Strategies
Catch-up on saving money for retirement with this free late-starters guide to retirement savings: 27 strategies included.
This Tax-Free 5.1% Dividend Is Hiding In Plain Sight — Forbes
I’m going to show you my favorite (perfectly legal) way to pay 0% tax on your dividend income.